- Serve as a client point of contact, provide case updates, answer general questions, and coordinate appointments.
- Open and maintain client files in Filevine or similar case management software, and track deadlines and case activity.
- Obtain, organize, and summarize medical records, bills, accident reports, and other case documentation.
- Draft correspondence, discovery requests and responses, and basic legal documents under attorney or case manager supervision.
- Assist with settlement demand packages and communicate with insurance adjusters as needed.
- Schedule depositions, mediations, hearings, and other case-related events, and maintain accurate calendars.
- Collaborate with attorneys, case managers, legal assistants, and investigators to support case progression.
- Assist with intake, records retrieval, and other case-related responsibilities.
Microsoft Office